| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 94 | 2,000 | 0.01% | ||
| 2 | MOTCO | 559 | 14,000 | 0.09% | ||
| 3 | NEVILLE RODIE & SHAW INC | 10,000 | 246,000 | 1.51% | ||
| 4 | FRONTIER INVESTMENT MGMT CO | 10,669 | 262,000 | 1.61% | ||
| 5 | WILLIAMS JONES & ASSOCIATES LLC | 12,302 | 302,000 | 1.85% | ||
| 6 | BAHL & GAYNOR INC | 12,357 | 303,000 | 1.86% | ||
| 7 | CARRET ASSET MANAGEMENT, LLC | 14,489 | 356,000 | 2.18% | ||
| 8 | GOFEN & GLOSSBERG LLC /IL/ | 24,185 | 594,000 | 3.64% | ||
| 9 | TIEDEMANN ADVISORS, LLC | 40,353 | 991,000 | 6.07% | ||
| 10 | NORTH STAR ASSET MANAGEMENT INC | 539,530 | 13,251,000 | 81.19% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
